Description

Harbour Trust is seeking an experienced Portfolio Manager in Northwest Indiana with strong analytic and communications skills to manage investment portfolios. The full-time position reports to the SVP & Chief Investment Officer.

Harbour Trust Investment Strategy:

•         Based on prudent, time-tested principles to generate competitive risk-adjusted investment returns and to help our clients achieve their financial goals.  
•         Manage diversified, multi-asset portfolios using individual Core Growth and Investment-Grade Fixed Income securities.
•         Execute tactical portfolio adjustment across our strategic asset allocation spectrum

Responsibilities of the position: 

•         Provide intellectual analysis of investment and account data to provide above-average investment returns  
•         Apply best practices to ensure accuracy and mitigate risks to HTC and clients
•         Maintain and build trusting relationships by satisfying internal and external client requirements and requests with care and integrity
•         Represent the Company with great professionalism

Duties of the Position

•         Provide excellent client service
•         Collaborate with Financial Advisors and clients to develop investment objectives and construct appropriate investment portfolios 
•         Perform investment reviews for trust, investment management and institutional clients 
•         Invest assets according to Investment Policy guidelines to deliver a competitive risk adjusted return 
•         Assist Advisors in the development of new business opportunities by meeting with prospects, preparing and presenting proposals for investment management
•         Present investment strategy and performance updates to clients and Advisors
•         Monitor global macro-economic conditions and financial market trends and analyze the potential impact on Company investment strategy and client investment portfolios
•         Monitor fundamentals of the Company’s Equity and Fixed Income positions
•         Comply with legal and regulatory requirements and Company policies and procedures

Requirements

Candidate Requirements:

•         Bachelor's degree in Business, Economics, Accounting or Finance 
•         3+ years’ experience as a Portfolio Manager in banking/securities industry
•         Experience analyzing individual equity and fixed income securities
•         Experience managing individual security Large-cap Equity and Investment Grade Fixed Income portfolios 
•         Experience working with and presenting to high-net-worth clients and prospects 
•         CFA designation or candidate preferred
•         Ability to travel and work remotely (as needed)

The Right Candidate possesses:

•         Sharp analytic and math skills
•         Strong Excel and Adobe skills
•         Excellent organizational skills, effectively manages time and priorities 
•         Writes clearly and informatively, edits work for spelling and grammar
•         Openly and respectfully questions colleagues to gain clarity and understanding
•         Must professionally maintain confidential information